How to Set a Date Sent on my Invoices (Flag Invoices as Sent)

Flag Invoices as Sent

Question
How can I set a Date Sent on my invoices?
Resolution

You can flag a batch of invoices as sent. This is useful for invoices that have been created using the Auto-Generate Invoices or Generate One Time Invoice for Multiple Profiles functions.

1. On the Menu bar select Revenue > Batch Entry Admin > Flag Invoice Batch as Sent.

2. Enter the batch number in the “Creation Batch Number to Flag” field. (You can find the batch number on the Invoice Main screen of an invoice belonging to the batch you want to flag.)

3. Enter the correct date in the “Date Sent” field.

Comments

1 comment
  • If I have been using the date sent checkbox, how would I get a report showing me which invoices have been sent?

    -1
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